AddressAbout us:
Pitcher Partners Sydney is a Professional Chartered Accounting firm located in the heart of the CBD. We are leading network of independent firms, working together to enable growth and ambition for our clients and our people.
When you join Pitcher Partners, you’re joining a team with heart. We support each other. We learn together. We’re deliberate about fostering relationships that nourish and empower every individual and we’re excited by what’s possible. We know some of the best new ideas come in the form of curious, talented people we haven’t met yet. Perhaps you’re one of them?
Due to our growth, we currently have an exciting opportunity for an individual in the early stages of their career to join our wealth management team.
The role:
The wealth management division is expanding. We are seeking an Associate who will assist advisers with day to day tasks including preparing statements of advice and investment reviews. In time, the successful candidate will accompany our advisors in regular client meetings and attend to any queries they may have.
Key Accountabilities:
- Developing strategies for new and existing clients
- Writing Statements of Advice (SOA’s), Records of Advice, proposals for new clients, engagement letters
- Working very closely with the advisers on strategy and implementation
- Financial projections and scenarios – using Excel
- Compliance and adherence to regulatory frameworks
- Ability to collate and present financial information
- Contributes towards the review of client portfolio review reports in conjunction with changes in client circumstances and investments and general market movement
- Ability to recognize the importance of the client and be willing to speak to the client and follow up their enquires promptly and accurately
- Ability to liaise with partners/advisors to obtain instructions and deliver on requests
- Capacity to formulate effective financial plan documents in line with strategy provided by Partners/Financial Advisors having regard to client needs, objectives, and risk tolerance
What we are looking for:
- Completed a relevant degree in accounting, economics, finance, commerce or law.
- Preferably 12 months prior experience within the Financial Planning industry or in Financial Services
- Have a passion for Wealth Management/Financial Planning
- Some understanding of superannuation, tax concepts and investing
- Understanding of the regulatory requirements
- Strong report writing skills
- Impeccable organisational and time management skills
- A genuine appreciation and desire to deliver exceptional client service
- Outstanding written and verbal communication skills
- High attention to detail, good listening skills and an eagerness to learn
- Proficiency in Microsoft packages
What we offer:
At Pitcher Partners we believe success is better shared. That’s why we invest in the future of every person who works with us, and a culture that supports us all.
- Join a team with heart: We actively support your health and social connection with a vibrant culture, great flexible working policy, 18 weeks paid parental leave accessible after 12 months, and much more.
- Do work with a purpose: We put a lot of energy into developing meaningful relationships with our clients. It results in a level of trust that creates surprising opportunities for our business and your career.
- Bring your best ideas: We’re inspired by potential. We know there’s always a better way to do something. So we foster an environment of openness. Great ideas can come from anywhere. It all starts with listening.
How to apply
If you can see yourself as part of a team that’s all about people doing meaningful work, and leading with the best ideas, we want to hear from you. Submit your application via the link.
All applicants must be a permanent resident or Australian citizen to apply.
